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How Integrated Maps within Microsoft Dynamics 365 empower online selling


After a long day at work, Bree returned home and crashed on her living room couch. Although she loved negotiating as a salesperson, the continuous travel and being away from her family for months was taking a toll on her. She was contemplating a little twist to her career path and out of the blue commanded, “Alexa, what is better, Online Sales or Offline Sales?”. Like a parrot, Alexa chirped,” The best way to sell depends on the type of product or service you offer and your target market. If you sell products that customers need to see, touch, or try on before buying, then offline sales may be a better option. If you sell products or services that can be easily purchased online, then online sales may be a better option.”

The software salesperson in Bree smiled to herself. She had a plan clear for her future! Like Bree, many have switched to Online Sales for multiple reasons. It has become a norm since the lockdown days. Work can happen at its pace from a place of comfort and safety! A study by McKinsey & Company found that 75% of consumers planned to continue shopping online since 2023. With such numbers to back up, easing out the Online Sales process becomes an obvious requirement. Thus, steps in Maplytics, the reliable sidekick to Dynamics 365 CRM!

Visualizing locations virtually

There may not be a lot in a name but there definitely is a world in the location. A sales strategy is the first step in selling a product. Customized strategies often work wonders in cracking deals. A client’s location is often a giveaway to his buying patterns, investing styles, quality of life, and so on. Thus, if a client record is plotted on the map from the CRM using Maplytics, the demographics, the surroundings, etc. can be checked. Relevant examples could be incorporated into the sales pitch. A similar pitch could be elevated for all if a client is part of a huge TG. Also, as the salesperson is not actually meeting the client, in person, it becomes relevant to authenticate the genuineness of the client.

Location visualization also helps answer questions like – whether deliveries are possible, or can a field rep be summoned for installations. Some countries have legal regulations and practices. Knowing the locations helps check on those. Some software products are not viable in certain regions. Those doubts can also be resolved at the very beginning.

Reaching out to the client locations

Consider a coffeemaker from a country in Asia, is being shipped to a client in Australia. Shipping across oceans, the salesperson would also have to pin down the details for the last-mile delivery. They would connect with their courier partners and will have to provide address details. If the salesperson can visualize the delivery location on a map with optimized routes, he, sitting on a different continent would be able to gauge the delivery distance and verify the delivery charges proposed by the courier partner. Probably providing turn-by-turn navigation directions to the client’s locations would help the delivery company as well.

Tracking a product being shipped

LeBlanc and Sons is a multi-million-dollar foundation with multiple offices across Chicago. If they are to set up a sales deal with an Office décor company in Texas, the decor items need to be shipped across states. With added tracking devices, the consignments could be tracked using Real Time Tracking and the deliveries could be safely managed.

Connecting over Teams Meetings

A couple of weeks back, Roger sitting in Zurich had to discuss some points of the sales contract with his client in Sydney. With an ungodly time difference, Roger had to set up a meeting in the wee hours of the morning. He connected over Microsoft Teams and even had a little presentation. As Maplytics can be used in Teams because of Teams’ integration with Dynamics 365 CRM, Roger could show off past and projected Revenue figures from the Sydney region with Heat Maps. He could display all the required deal details quickly with Analytical Dashboards in Maplytics. Thus, he saved a journey of 21+ flying hours with a 45-minute-long online presentation! In the future too, Roger can use this technique to resolve any maintenance issues or other client complaints through this channel.

Exploring the proximities

Travel Companies while planning tour packages for online sales often explore the tourist locations online. If using Maplytics, they could plot a popular tourist spot in Rome such as the Colosseum, and check for libraries, museums, historical sites, or even gas stations, cafes, etc. nearby and add them to a list of potential itineraries. A package designed with such thorough research would sell like hotcakes. Similarly, a salesperson from Nairobi could search for other potential leads in the proximity of his existing client in Alaska for thermal wear and connect with them online for a personalized sales pitch.

These are just a few potential and experienced cases of the application of Maplytics to boost and support Online Sales. A lot many can be established with further use.

What’s More?

The unique features of Maplytics could be experienced when explored more with a trial. One can write to the Team at crm@inogic.com for mapping requirements, a free trial of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM / Dataverse.

To learn more about Maplytics, its applications across industries, and another multitude of features, do visit the Website or the Microsoft AppSource. For further details, one can hop on to the BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution.

Until then,

Happy Selling!

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